FIELD NOTES / 01 Resources
Understand the subscription record.
Short guides to offer terms, agreement evidence, renewal notices and cancellation history.
02 / START HERE
Start with a record checklist.
A checklist for subscription records
Use this practical checklist to organize a customer’s offer details, agreement record, notices and cancellation history.
Read the checklist03 / MORE FIELD NOTES
Read about the details teams need to find.
02
Evidence · Recordkeeping · 2 min read
03A payment is not proof of agreement
A charge can show that money moved. It may not show which offer appeared or how the customer agreed. Learn how to keep these records distinct.
Read the noteOperations · Notices · 2 min read
Keep track of the notices you send
Before adding a renewal reminder, list the messages your billing and email tools already send and the results they report.
Read the noteLEGAL SCOPE
These guides explain recordkeeping, not legal advice. Subscription rules depend on the offer, business and customer. Read the California overview for a high-level summary, then get advice for your situation.